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Latest stock market news and real-time market analysis. Track S&P 500, Nasdaq, and Dow Jones movements, sector rotations, and breaking market events.

Bristol Myers Squibb at Crossroads as AstraZeneca Merger Talks Surface
Markets Daniel Marsh

Bristol Myers Squibb at Crossroads as AstraZeneca Merger Talks Surface

Bristol Myers Squibb shares rose 5.2% last week after strong Q2 earnings, but a reported $400B merger approach from AstraZeneca puts the stock in focus Monday.

BMY AZN PFE
GM Stock Surges 7.5% on Strong Sales, But Valuation Gap with Ford Narrows Slowly
Markets Daniel Marsh

GM Stock Surges 7.5% on Strong Sales, But Valuation Gap with Ford Narrows Slowly

GM shares gained 7.5% last week, yet its valuation multiple still trails Ford's. Strong Q2 margins and raised guidance support the stock, but the gap remains.

GM F STLA
AT&T Faces $14.5B Debt Maturity, Tight Cash Flow
Markets Daniel Marsh

AT&T Faces $14.5B Debt Maturity, Tight Cash Flow

AT&T (NYSE:T) starts the week with $14.5 billion in new variable-rate debt, while planned buybacks and dividends could consume nearly all its 2026 free cash flow.

T VZ TMUS
Wall Street Kicks Off August with Modest Gains Ahead of Jobs Report
Markets Daniel Marsh

Wall Street Kicks Off August with Modest Gains Ahead of Jobs Report

The S&P 500 gained 0.7% on Friday, though declining stocks outnumbered advancers. Investors await July payrolls data, with Amazon leading gains while Apple fell.

AMZN AAPL MSFT MU PLTR CAT AMD LLY PNC
Digital Realty: Small Leases Drive Rent Per Kilowatt Higher
Markets Daniel Marsh

Digital Realty: Small Leases Drive Rent Per Kilowatt Higher

Digital Realty (DLR) reported Q2 results showing small-space and interconnection leases now make up 52% of annualized rent, boosting rent per kilowatt. Shares fell 5.3% last week.

EQIX VNQ
NANO Nuclear's Cash Cushion Supports Stock Amid Volatile Week
Markets Daniel Marsh

NANO Nuclear's Cash Cushion Supports Stock Amid Volatile Week

NANO Nuclear (NNE) ended the week 2.1% higher despite a volatile session, with liquidity covering two-thirds of its market value, providing a strong balance-sheet buffer.

NNE OKLO SMR LEU
Mortgage Rates Hit One-Year High as Treasury Yields Dominate Investor Focus
Markets Daniel Marsh

Mortgage Rates Hit One-Year High as Treasury Yields Dominate Investor Focus

U.S. mortgage rates hit a one-year high at 6.66%, with Treasury yields driving the move. Housing stocks declined as loan applications fell sharply.

RKT UWMC DHI LEN
AI Selloff Widens as Cloud Growth Becomes Key Market Divider
Markets Daniel Marsh

AI Selloff Widens as Cloud Growth Becomes Key Market Divider

Microsoft and Amazon gained nearly $841B combined on cloud strength, while Meta and Alphabet fell on weaker cash conversion. Chip stocks remain under pressure.

MSFT AMZN META GOOGL AMD PLTR MU ASML
Markets Wrap: Intel Slips, Coca-Cola Surges, and Kospi's Record Rout
Markets Daniel Marsh

Markets Wrap: Intel Slips, Coca-Cola Surges, and Kospi's Record Rout

Intel slips despite strong sales, Coca-Cola jumps on volume gains, and South Korea's Kospi suffers its worst month since 2008.

INTC KO MELI BE AAPL
NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low
Markets Daniel Marsh

NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low

NANO Nuclear (NNE) slipped 4.6% to $15.91, near its 52-week low, even as its cash reserves represent 66.6% of market cap. Peers Oklo and NuScale report earnings this week.

NNE OKLO SMR
AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark
Markets Daniel Marsh

AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark

AT&T shares dropped 3.6% this week to $23.25, as its dividend yield narrowed to just 3 basis points above the 10-year Treasury. The company's $23 billion spectrum acquisition adds leverage.

T VZ TMUS
SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound
Markets Daniel Marsh

SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound

SK hynix shares rebounded 29.95% in Seoul on Friday, yet the ADR premium persists at 20.7%. Robust chip export data and record Q2 earnings underpin the bullish demand narrative.

MU SNDK SSNLF